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ProShares S&P MidCap 400 Dividend Aristocrats ETF

236 hedge funds and large institutions have $1.1B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $1.24B → $1.1B (-$131M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$6.13M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.47M
CWM
28
Connecticut Wealth Management
Connecticut
$5.4M
JCM
29
Jacobi Capital Management
Pennsylvania
$4.83M
SOS
30
Silver Oak Securities
Tennessee
$4.82M
CFP
31
Cascade Financial Partners
California
$4.61M
CAL
32
Capital Advisors Ltd
Ohio
$4.51M
Two Sigma Investments
33
Two Sigma Investments
New York
$4.17M
SA
34
Sanctuary Advisors
Indiana
$3.95M
WIA
35
World Investment Advisors
California
$3.87M
AC
36
Avant Capital
Louisiana
$3.79M
GIA
37
Gladstone Institutional Advisory
Florida
$3.78M
Truist Financial
38
Truist Financial
North Carolina
$3.6M
KOMWMG
39
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.4M
EFS
40
Essex Financial Services
Connecticut
$3.32M
LWP
41
LMG Wealth Partners
Louisiana
$3.31M
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$3.25M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.25M
UAG
44
United Advisor Group
Ohio
$3.24M
MFG
45
Merit Financial Group
Georgia
$3.22M
PA
46
Pinnacle Associates
New York
$3.18M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.03M
SWP
48
Summit Wealth Partners
Florida
$2.9M
HI
49
Harbour Investments
Wisconsin
$2.89M
LWMNY
50
Landmark Wealth Management (New York)
New York
$2.69M